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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: ajbrenner who wrote (103206)	4/9/2000 11:20:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1574589

ajbrenner: Re: "Here's a story German c't magazine that claims T-Birds are shipping. This seems to be another rumor that has developed legs of it's own. Just cut and paste to translate the Web page. Comment: Thanks for posting...Seems to be lots of very positive news swirling around related to both the Spitfires and T-Birds...Now that the big week has arrived, no doubt, much uncertainty concerning these "leading-edge" computer system offerings will be removed...For AMD, record revenues and record earnings for a second successive quarter are to be announced along with a great story going forward with Dresden coming on stream with "leading-edge" products and the recent Alcatel and Cisco flash deals...Y2000 which looked very promising 3 months ago, is looking far more promising today...Going to be interesting to watch the likely explosion in AMD P/E multiple expansion over the next little while...Mr. Sanders is not exagerrating when he points out that by any financial ratio yardstick that can be applied, AMD is significantly undervalued at $75, compared to industry norms...I have a feeling that Mr. Sanders' CC on Wednesday will provide enough hard information to convince any remaining AMD disbelievers that the current AMD financial ratios are wholly unrealistic in their pessimism...Look for continuing revaluation of AMD over the next while, with the possibility of an instant revaluation, on April 13, if Mr. Sanders supplies the surprise goodies in the CC that have been inferred by the various news releases...